Ed Zitron

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Big Tech Needs $2 Trillion In AI Revenue By 2030 or They Wasted Their Capex

As I've established again and again, we are in an AI bubble, and no, I cannot tell you

Ed Zitron Oct 31, 2025 39 min read

So, I originally planned for this to be on my premium newsletter, but decided it was better to publish on

Ed Zitron Oct 20, 2025 24 min read

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Hello readers! This premium edition features a generous free intro because I like to try and get some of the

Ed Zitron Oct 17, 2025 23 min read

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Readers: I’ve done a very generous “free” portion of this newsletter, but I do recommend paying for premium to

Ed Zitron Oct 10, 2025 34 min read

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What is OpenAI? I realize you might say "a foundation model lab" or "the company that runs

Ed Zitron Oct 3, 2025 40 min read

Soundtrack: Queens of the Stone Age - First It Giveth Before we go any further: This is, for the third

Ed Zitron Sep 29, 2025 71 min read

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Shortly before publishing this newsletter, I spoke with Gil Luria, Managing Director and Analyst at D.A. Davidson, and asked

Ed Zitron Sep 26, 2025 20 min read

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NVIDIA has become a giant, unhealthy rock on which the US markets — and to some extent the US economy — sits,

Ed Zitron Sep 19, 2025 26 min read

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This week, something strange happened. Oracle, a company that had just missed on its earnings and revenue estimates, saw a

Ed Zitron Sep 12, 2025 30 min read

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Hello and welcome to another premium newsletter. Thanks as ever for subscribing, and please email me at ez@betteroffline.com

Ed Zitron Sep 5, 2025 32 min read

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Soundtrack: The Dillinger Escape Plan - One Of Us Is The Killer An MIT study found that 95% of organizations

Ed Zitron Aug 27, 2025 54 min read

Editor's Note: For those of you reading via email, I recommend opening this in a browser so you

Ed Zitron Aug 25, 2025 60 min read